PFFD vs. EVPF
PFFD (Global X U.S. Preferred ETF) and EVPF (Eaton Vance Preferred Securities and Income ETF) are both Preferred Stock/Convertible Bonds funds. PFFD is passively managed, while EVPF is actively managed. A 0.79 correlation means they provide meaningful diversification when combined. PFFD charges 0.23%/yr vs 0.39%/yr for EVPF.
Performance
PFFD vs. EVPF - Performance Comparison
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Returns By Period
PFFD
- 1D
- -0.58%
- 1M
- 0.16%
- YTD
- 2.29%
- 6M
- 2.67%
- 1Y
- 7.65%
- 3Y*
- 5.10%
- 5Y*
- -0.16%
- 10Y*
- —
EVPF
- 1D
- 0.00%
- 1M
- 0.75%
- YTD
- —
- 6M
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
PFFD vs. EVPF - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
PFFD Global X U.S. Preferred ETF | 0.65% |
EVPF Eaton Vance Preferred Securities and Income ETF | 1.16% |
Correlation
The correlation between PFFD and EVPF is 0.79, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Mar 6, 2026 | 0.79 |
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Return for Risk
PFFD vs. EVPF — Risk / Return Rank
PFFD
EVPF
PFFD vs. EVPF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Global X U.S. Preferred ETF (PFFD) and Eaton Vance Preferred Securities and Income ETF (EVPF). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| PFFD | EVPF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.19 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.29 | — | — |
| Martin ratioReturn relative to average drawdown | 3.81 | — | — |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PFFD | EVPF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | — | — |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.01 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.21 | 1.13 | -0.92 |
Drawdowns
PFFD vs. EVPF - Drawdown Comparison
The maximum PFFD drawdown since its inception was -30.93%, which is greater than EVPF's maximum drawdown of -2.36%. Use the drawdown chart below to compare losses from any high point for PFFD and EVPF.
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Drawdown Indicators
| PFFD | EVPF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -30.93% | -2.36% | -28.57% |
Max Drawdown (1Y)Largest decline over 1 year | -5.97% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -10.84% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -24.45% | — | — |
Current DrawdownCurrent decline from peak | -3.68% | -0.17% | -3.51% |
Average DrawdownAverage peak-to-trough decline | -6.59% | -0.52% | -6.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.01% | — | — |
Volatility
PFFD vs. EVPF - Volatility Comparison
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Volatility by Period
| PFFD | EVPF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.09% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 5.32% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 7.19% | 4.31% | +2.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.98% | 4.31% | +6.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 12.76% | 4.31% | +8.45% |
PFFD vs. EVPF - Expense Ratio Comparison
PFFD has a 0.23% expense ratio, which is lower than EVPF's 0.39% expense ratio.
Dividends
PFFD vs. EVPF - Dividend Comparison
PFFD's dividend yield for the trailing twelve months is around 6.37%, more than EVPF's 1.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
EVPF Eaton Vance Preferred Securities and Income ETF | 1.08% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PFFD Global X U.S. Preferred ETF | 6.37% | 6.37% | 6.42% | 6.49% | 6.63% | 5.09% | 5.17% | 5.48% | 6.21% | 1.94% |
Frequently Asked Questions
PFFD and EVPF have a correlation of 0.79, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, PFFD is cheaper at 0.23% per year. The better choice depends on whether you care most about return, fees, risk, or income.
PFFD is cheaper with a 0.23% expense ratio, compared with 0.39% for EVPF.
PFFD has the higher dividend yield at 6.37%, compared with 1.08% for EVPF.
They also come from different issuers: Global X and Eaton Vance. Their fees differ too: 0.23% for PFFD and 0.39% for EVPF.
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